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AFDIX vs VTSMX
AFDIX vs VTSMX Comparison
Open Charts AFDIX vs VTSMX
American Century Large Cap Equity I
Price$52.30
Change-$0.75 (-1.41%)
VolumeN/A
Net Assets3.9B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
AFDIX vs VTSMX Comparison Chart
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AFDIX vs. VTSMX commentary
Jun 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFDIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. AFDIX (3.9B). VTSMX pays higher dividends than AFDIX: VTSMX (1.18) vs AFDIX (0.56). AFDIX was incepted earlier than VTSMX: AFDIX (20 years) vs VTSMX (33 years). AFDIX (0.79) is less costly to investors than VTSMX (0.14). AFDIX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). AFDIX has a lower initial minimum investment than VTSMX: AFDIX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. AFDIX (-1.41). VTSMX return over 5 years is better than : 91.36 vs. AFDIX (72.44).
| AFDIX | VTSMX | AFDIX / VTSMX | |
| Total Expense Ratio | 0.79 | 0.14 | 564% |
| Annual Report Gross Expense Ratio | 0.79 | 0.14 | 564% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -1.209 | 1.349 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 1.82T | 0% |
| Annual Yield % from dividends | 0.56 | 1.18 | 48% |
| Returns for 1 year | -1.41 | 10.06 | -14% |
| Returns for 3 years | 43.66 | 57.59 | 76% |
| Returns for 5 years | 72.44 | 91.36 | 79% |
| Returns for 10 years | 148.50 | 178.92 | 83% |
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